Client Onboarding
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Client Onboarding Software and Automation for Consultancies and Agencies
Every new client should feel like your process is dialed in, not like they’re the test case for a workflow you’re inventing as you go. Answer four short questions and see how many hours a month automation could give back.
What manual client onboarding actually costs
- Contracts and proposals sent and chased one at a time, instead of triggered automatically the moment a deal closes
- Kickoff scheduling handled by email back-and-forth, adding days before work can actually start
- The same intake questionnaire rebuilt or re-copied for every new client, rather than reused as a system
- Clients emailing "any update?" because there’s no visibility into where their onboarding actually stands
What client onboarding software actually replaces
- Contract and proposal delivery
- Document and questionnaire collection
- Kickoff call scheduling
- Tool provisioning and access handoff
- Client-facing status visibility, so they can see progress without asking
"Onboarding automation software" vs. a workflow built for your firm
Most onboarding automation software on the market is a generic SaaS tool you configure yourself, useful for a simple, standard process, but it asks you to bend your engagement to fit its template rather than the other way around. BMaiKR builds the onboarding flow around how your firm actually works: the specific documents you collect, the tools you already use, and the handoff points between sales and delivery, then automates that, rather than a generic version of it.
Get your estimate in under two minutes
Four questions about your current process, and an hours-saved-per-month estimate based on how many manual steps you’re running today.
Start the free Onboarding Savings CalculatorCommon questions
How is the hours-saved estimate calculated?
It’s a bucketed estimate, a 60%, 70%, or 80% reduction assumption depending on how many manual steps your current process has, stated plainly as an assumption, not presented as a precise measurement of your specific business.
Does this replace our CRM or project management tool?
No. The onboarding automation typically connects to the CRM and project tools you already use, rather than adding another system your team has to check separately.